Serving Central Florida
2323 Lee Road, Winter Park, FL 32789
(407) 622-1900
M-F 8:30-5:00
Blogs & Articles
It’s National Data Privacy Day. Take a moment to think about your private data after you “get on the bus”
The kerfuffle about Facebook using and sharing our data is one reason why we have a national – and international – Data Privacy Day. Last
Clear-sighted Planning
I want to share a story of a couple that is approaching the next season of their lives with a refreshingly prudent look at their
Are You a Senior? Celebrate!
The secret of staying young is to live honestly, eat slowly, and lie about your age. – Lucille Ball Sage advice. My mother lied about
The Neighbor is Herding Your Cats
What happens without a will or trust for your pets, or plans for them? I was on vacation a little while ago when I received
A Will or Trust? It’s Not About the Size of Your Estate
When I use the word “trust” in a consultation, people often quickly tell me that they don’t have enough money or assets to require a
Financial Education Resources for National Financial Awareness Day
One of my passions is financial education. As a CPA and estate planning attorney, I believe financial education is one of the most important parts
Caregiving for Loved Ones – Life Care Professionals are a Beacon of Hope
This heartbreaking article, ‘Invisible workforce’ of caregivers is wearing out as boomers age, is devastatingly accurate. I – and many of my clients – have
Effect of Divorce on Your Will, Trust, and Beneficiary Forms
Are you going through a divorce, or have gone through one recently? If you’ve ever had the passing thought that your ex-spouse is still named
Rosemont Community Abstract of Title
This Abstract of Title for the old Rose farm at the corner of 441 and Lee Road in Orlando is delightful. Developed into the Rosemont